Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT M. FREUND, MD, PC
EIN 13-3843240medical practiceLatest filing 2024
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
13
170 EAST END AVE - NEW YORK, NY 10128212-583-1200robertfreundmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ROBERT M. FREUND M.D.,P.C. CASH BALANCE PLAN
CashBalance
Assets$4.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROBERT M. FREUND M.D., P.C. PROFIT SHARING PLAN
ProfitSharing
Assets$3.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROBERT M. FREUND M.D.,P.C. CASH BALANCE PLAN | CashBalance | $4.2M | 5 | 2024 | |
| 001 | ROBERT M. FREUND M.D., P.C. PROFIT SHARING PLAN | ProfitSharing | $3.1M | 8 | 2024 |
Retirement plans